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Monday 17 August 2026
AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
Monday 17 August 2026
Twoway Communications speeds defense push with C-UAS, unmanned vehicles

Twoway Communications said its July 2026 consolidated revenue was NT$139 million (US$4.3 million), down 0.4% from a year earlier. For...

Monday 17 August 2026
AI vision sensing demand heats up for Novatek, PixArt, Elan, Realtek
Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek...
Monday 17 August 2026
DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy
Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...
Monday 17 August 2026
E Ink cuts 2026 outlook as signage gains momentum

E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said...

Monday 17 August 2026
T-glass demand surges as IC substrate makers see shortages through 2028
As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
Monday 17 August 2026
Gogolook sees 2026 revenue hit new high as anti-fraud businesses expand
Taiwanese trust technology company Gogolook said its revenue and profitability are expected to stay strong in the second half of 2026, helped by continued growth, critical operating...
Monday 17 August 2026
Unique Opto sees AI demand lift 1H26 results, but CPO upside remains uncertain
Unique Opto-Electronics said stronger demand tied to artificial intelligence applications lifted first-half profitability above 2025 levels, while management struck a cautious tone...
Monday 17 August 2026
Appier lifts FY26 outlook after record second-quarter revenue and margin gains
Appier, an agentic AI-as-a-service provider, reported record second-quarter 2026 revenue of JPY12.9 billion and raised its fiscal 2026 outlook on the back of stronger growth and higher...
Sunday 16 August 2026
TV slowdown accelerates panel makers' shift to IT OLED, UBI Research found

With global TV demand slowing and panel prices continuing to fall, display makers are facing intensifying profit pressure. Analysts...

Sunday 16 August 2026
AI product cycle lifts Chroma test demand
AI is sharply increasing demand for test and measurement equipment, turning it from a cost-cutting support tool into a must-have, said Chroma president I-Shih Tseng. He said he expects...
Sunday 16 August 2026
HDRE reports first-half growth as Japan and Australia projects expand
HD Renewable Energy (HDRE) reported first-half 2026 consolidated revenue of NT$3.078 billion (approx. US$95.7 million), along with gross profit of NT$758 million, a gross margin of...
Saturday 15 August 2026
Asia Vital Components sees stronger AI server demand and faster liquid cooling adoption

Asia Vital Components expects global AI server demand to strengthen in the second half, with liquid cooling adoption becoming more...

Saturday 15 August 2026
Lotes sees tight supply, says demand remains intact

Connector maker Lotes is deepening its server business, with its server quick disconnect (QD) line set to enter mass production in July,...

Friday 14 August 2026
AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers
Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products...